# Thomas Alan Stewart

Thomas Alan Stewart is an investment adviser representative (IAR) with state registration records since 2010, appearing at 6 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2026-01-13 | present | Yes |
| [VANGUARD ADVISERS, INC.](https://search.stillhousedata.com/firm/106715) | 2022-05-13 | 2025-12-31 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2013-08-27 | 2022-04-18 | — |
| [THOMAS A. STEWART, CFP, FINANCIAL PLANNING AND INVESTMENTS](https://search.stillhousedata.com/firm/164080) | 2012-07-11 | 2013-09-17 | — |
| [THE WHALEN GROUP](https://search.stillhousedata.com/firm/118864) | 2010-07-06 | 2011-08-02 | — |
| [FINANCIAL ADVISERS OF AMERICA, LLC](https://search.stillhousedata.com/firm/142170) | 2010-06-04 | 2012-05-07 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3160744)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3160744.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.